Health Client Support Including Senior Client Support

Recruiter
Candidate Channel
Location
Cheltenham
Salary
21000.0000
Posted
16 Mar 2017
Closes
15 Apr 2017
Contract Type
Permanent
Hours
Full Time

Health Client Support (Including Senior Client Support) Salary £21,000 - £28,000 DOE + Pension + 22 days holiday plus excellent Benefits

Based: Cheltenham

Our client, a partner-led business which prides itself in providing straight forward and well communicated pension advice have a exciting opportunity for an ambitious, highly motivated Health Client Support Administrator to providing assistance to the Team Leader and Health Consultants.

Key Responsibilities:

  • Maintaining regular contact with clients by telephone, email and letter
  • Attending client meetings if required
  • Assisting the Team Leader and Health Consultant in the preparation of reports
  • Collating information for reports covering technical matters and advice
  • Checking of work prepared by others in the team
  • Member data analysis and Managing relationships between Insurers and clients
  • Checking Insurer's accounts and issuing annual financial statements to clients
  • Analysing information, assisting in preparing recommendations of appropriate client solutions
  • Administration relating to a wide and varying range of health and protection policies
  • Drafting specifications of services, deadlines and remuneration with clients
  • Delivering agreed services in accordance with agreed time schedules and budget
  • Preparing invoices for issuing to clients, checking WIP
  • Maintaining records in accordance with internal guidelines and procedures
  • Liaising with other professionals and keeping client files compliant
  • Answering relevant calls that come in from various Workplace Health and Wealth helplines
  • Keeping all Workplace Health databases up to date
  • Assist with the development and administration of Me2
  • Handling the administration and data which sits behind our client's flexible benefits (via our Me2 Wealth and Choices platform)

Essential Skills and Experience:

  • 2:1 honours degree expected or obtained (equivalent qualifications are accepted) is desired alternatively part qualified Chartered Insurance Institute (CII) or Pensions Management Institute (PMI) two years+ experience
  • GCSE Maths and English at grade C or above is ideal
  • Previous group risk/employee benefit experience is required for this roleRelevant Financial Services or a background in DC or DB pension admin would be a benefit
  • Experience of working in an office within a team environment is beneficial
  • A strong understanding of Microsoft Office programmes, in Excel, Word and Outlook
  • Excellent communication skills and high level of numeracy is essential
  • Outstanding training and development opportunities as well as study resource & support
  • Good customer service skills and attention to detail with client requests
  • Ability to demonstrate strong problem solving skills, resolving issues before they develop
  • Good analytical skills and technical ability with passion to develop in this area
  • A strong interest in qualifying in Financial Planning exams to Certificate or Diploma level.

This is an exciting role with a progressive and professional employer, apply today or contact us for more information. Candidate Channel is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.